Maintaining Customer Contacts

Customer contacts are used to record when and why a customer contacted your company. This information is used for both audit and statistical purposes. The topics in this section describe how to maintain customer contacts. Refer to The Big Picture Of Customer Contacts for background information about customer contacts.

To view and maintain customer service requests, open Menu > Customer Information > Customer Contact > Search. You are brought to a query portal with options for searching for customer contacts.

Once a customer contact has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones are displayed:

Refer to the zones’ embedded help for more information.